Nickolas Eli Wann

Current Employers

Employment History

• 01/2006 → 07/2024
  Wann Ranch
  Poteau, OK
• 10/2015 → 02/2017
  Brian Roberts Cpa Pc
  Poteau, OK
• 02/2017 → 12/2018
  Wells & Co., Cpa Pc
  Poteau, OK
• 04/2017 → 05/2021
  Avantax Investment Services, Inc.
  Poteau, OK
• 12/2018 → 05/2021
  Avantax Insurance Agency, Llc
  Poteau, OK
• 01/2019 → Present
  Wells, Wann & Company, Cpa, P.C.
  Poteau, OK
• 06/2019 → Present
  Reserve National Insurance Company
  Poteau, OK
• 05/2021 → Present
  Lpl Financial, Llc
  Poteau, OK
• 12/2021 → Present
  Verus Capital Partners, Llc
  Scottsdale, AZ

Other Businesses

1) 05/17/2021 - Non-Variable Insurance - Wann Financial Services - Investment Related - Poteau, OK 74953 - Started - 2017 - 4 Hrs/Mth - 0 Hrs During Trading. 2) 05/17/2021 - DBA for LPL Business (entity for LPL business) - Wann Financial Services - Investment Related - Poteau, OK 74953 - Started - 2017 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 05/17/2021 - Tax Prep/Accounting /CPA - Wann & Company CPA PLLC - Investment Related - Poteau, OK 74953 - Start Date:2021 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 10/17/2023 - Verus Capital Partners, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 05/17/2021 - 10 Hrs/Mth - 10 Hrs During Trading.- I provide investment advisory services through Verus Capital Partners, an independent investment advisor firm. I started this business activity in 08/2021. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 01/30/2024 - Business Owner - Pastor - Not Investment Related - Various Churches - Start Date 02/04/2024 - 2 Hours Per Month/ 0 Hours During Trading 6) 07/08/2024 - The Wannderosa Ranch, LLC - Other - OTHER-FARM - Manager - Not Investment Related - POTEAU, OK - Start Date 06/26/2024 - 10 Hours Per Month/ 2 Hours During Trading 7) 07/07/2025 - Wann Wealth Partners, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2025 - 40 Hrs/Mth - 4 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-07-25

Designations

Other Names

• Nickolas E Wann